LWM
Liberty Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
+3,963
| New | +$2.63M | 0.41% | 53 |
|
|
2025
Q1 | – | Sell |
-4,342
| Closed | -$2.72M | – | 206 |
|
|
2024
Q4 | $2.72M | Buy |
4,342
+69
| +2% | +$43.3K | 0.45% | 48 |
|
|
2024
Q3 | $2.51M | Sell |
4,273
-307,782
| -99% | -$181M | 0.43% | 49 |
|
|
2024
Q2 | $2.61M | Buy |
312,055
+307,580
| +6,873% | +$2.57M | 0.48% | 46 |
|
|
2024
Q1 | $2.35M | Buy |
4,475
+4,419
| +7,891% | +$2.32M | 0.46% | 44 |
|
|
2023
Q4 | $2.19M | Sell |
56
-4,169
| -99% | -$163M | 0.47% | 44 |
|
|
2023
Q3 | $1.75M | Buy |
4,225
+143
| +4% | +$59.3K | 0.44% | 45 |
|
|
2023
Q2 | $1.8M | Buy |
4,082
+63
| +2% | +$27.9K | 0.45% | 39 |
|
|
2023
Q1 | $1.55M | Buy |
+4,019
| New | +$1.55M | 0.32% | 56 |
|
|
2022
Q3 | $1.23M | Sell |
3,986
-148
| -4% | -$45.5K | 0.33% | 45 |
|
|
2022
Q2 | $1.35M | Sell |
4,134
-52
| -1% | -$17K | 0.55% | 41 |
|
|
2022
Q1 | $1.74M | Buy |
+4,186
| New | +$1.74M | 0.63% | 38 |
|
|
2021
Q4 | – | Sell |
-4,855
| Closed | -$1.98M | – | 52 |
|
|
2021
Q3 | $1.98M | Buy |
4,855
+784
| +19% | +$320K | 0.71% | 31 |
|
|
2021
Q2 | $1.62M | Sell |
4,071
-812
| -17% | -$324K | 0.63% | 29 |
|
|
2021
Q1 | $1.76M | Hold |
4,883
| – | – | 0.86% | 24 |
|
|
2020
Q4 | $1.76M | Sell |
4,883
-2
| -0% | -$720 | 0.86% | 24 |
|
|
2020
Q3 | $1.52M | Buy |
4,885
+461
| +10% | +$144K | 0.9% | 23 |
|
|
2020
Q2 | $1.23M | Sell |
4,424
-798
| -15% | -$222K | 0.87% | 22 |
|
|
2020
Q1 | $1.11M | Sell |
5,222
-52
| -1% | -$11K | 0.97% | 22 |
|
|
2019
Q4 | $1.29M | Sell |
5,274
-315
| -6% | -$77.1K | 1.02% | 18 |
|
|
2019
Q3 | $1.21M | Sell |
5,589
-90
| -2% | -$19.4K | 1.14% | 15 |
|
|
2019
Q2 | $1.2M | Sell |
5,679
-31
| -0.5% | -$6.54K | 1.05% | 13 |
|
|
2019
Q1 | $1.15M | Buy |
5,710
+2
| +0% | +$401 | 0.86% | 14 |
|
|
2018
Q4 | $952K | Buy |
+5,708
| New | +$952K | 0.71% | 18 |
|